bitfool1

Reviewing cryptocurrency stocks, let's take a quick look
#MSTR, this cycle is about 15 times stronger than this cycle
stronger than BTC and almost all altcoins, and there is no risk of liquidation
#coin, this cycle is 10 times
stronger than BTC and almost all altcoins, and there is no risk of liquidation
#mara, a mining company, this cycle is flat, severely underperforming BTC
#RIOT is also a mining stock, performs mediocre
#Circle is a stablecoin stock, also very impressive. The wealth effect at the opening exceeded 99% of altcoins
#hood, 7-8 times, providing cryptocurrency trading services, growth similar to BTC, far exceeding altcoins
Tonight's #NA, coming up from the bottom 10 times, surpassing the vast majority of the second phase of altcoins

What does the altcoin market microscopically reflect?
Whether it's tier one or tier two, regardless of the chain, an investor who is very good at researching fundamentals
selects 10 undervalued targets and buys evenly
holds the position for half a year
almost 100% loss
From my perspective,
the bull market for most retail investors in the cryptocurrency sector has basically ended

Everyone's attitude towards any narrative in the cryptocurrency sector is one of disdain
Whether it's AI or Desci, it defaults to you not being able to create anything beyond that
it assumes you are just short-term speculating to make money
The fact is basically true
Desci, with so much money, slightly better biotechnology, right?
But in the end, doing nothing and not engaging in anything
it's all just actors

So we can basically conclude:
Except for mining stocks, in this cycle, the cost-effectiveness of cryptocurrency stocks has almost wiped out altcoins
Mining stocks themselves are neither losing nor gaining, not cutting people, and are better than altcoins
Even if you're just playing in the cryptocurrency sector, you need to be clear that cryptocurrency stocks outperform altcoins by 10 times
So, the mindset needs to change.

This is the price when Shage was pressed by Nano, now it's $30 pre-market
Shage missed it because he was too lazy to open an account in Hong Kong
Now his thigh is swollen
The bottom has come up 10 times, this is a heavy investment opportunity of 10 times
Not in the cryptocurrency circle, but in the stock market

A day has passed, and the primary market has become exciting again.

First, with Iran planning to block the Strait of Hormuz, the market is worried about escalating tensions. $oil, $gold, #Peaceguy, and a series of other small targets have fermented in such an atmosphere.
Among them, $oil stands out the most.

On the Ethereum mainnet, a decent platform called #klik has also emerged. Previously, there wasn't even a platform. The platform's Dragon 1 (#erc69) surged to 11m today.
#erc69 exceeded expectations dramatically.
It's highly likely that the #klik platform chose it for the pump to create a wealth effect.
The cunning part is that
it didn't choose the first pump.
All those early ones have gone to zero.
Instead, it chose a lesser-known quick pump.
A few days ago, this platform wasn't gaining traction.
Thus, yesterday it thought of pumping something it could control well.
Silly Brother speculated it this way.
Only those close to the platform dared to go heavy.
It used a v3 single-sided pool, which isn't anything innovative, or perhaps it's a retro attempt.
Dragon 1 is self-pumped; Dragon 2, under 600,000, truly represents the platform's real traffic.
#erc69 is not low, and even compared to other coins, it's quite striking.
Other coins are at most 600,000; pumping it to 3m is actually about enough. What kind of people would still dare to go above 3m?
Those close to the market maker.

In the evening, $uptop opened.
10% scientists + team insiders
Getting out 3m is actually about enough.
Let's see how the team operates.
When Silly Brother and other scientists' buying reached around 3 million, they bottomed out on the 3rd floor.
Then sold on the 4th floor.
Made a swing trade.
Many small scientists earned less than we did from swing trading.

Additionally, on BSC, $Eagles Vault started voting for top memes.
The winning vote will see $Eagles buy in.
Silly Brother voted for $U, and also welcomes friends from the U community to vote.
#0xdream continues to hold, waiting for the product to land.
With such a big market trend these days, let's maintain some patience.

Buying a house with a large position is like heavily investing in low-tier NFTs
And then using a smart contract to lock up your NFT for 3 years
If you’re not foolish, who is?

Buying a house with a large position in Huada is like heavily investing in third-rate NFTs
Then locking your own NFTs for 3 years
If you're not foolish, who is?

Buying a house with a large position is like heavily investing in low-tier NFTs
If you're not foolish, who is?

Today, Brother Fool discussed the losses of imitation products and changes in the market in the group.

The calmness and reflection shown during the downturn indicate evolution.
Although financial capital has lost, mental capital has qualitatively improved.
Who knows if it’s a blessing in disguise?
We can still invest until we are 90 years old; a brief loss of financial capital may not be bad if it leads to an increase in mental capital.
The successful experiences of history show that hoarding imitation products is a minor path.
Combining judgments on structural changes in the market with the order of liquidity overflow is an upgrade in thinking.
From being attached to the large cycle of imitation products to specific narrative short cycles,
it also reflects a change in thinking.
In fact, these principles have always existed; they simply manifest differently in various market periods.
Objective laws have always been there; they have never changed.

The law of large numbers constrains most of those who incur significant losses,
leading them to despair, pain, and rational disability.
They are ultimately eliminated by the market, with unknown causes of death.
Calming down, reflecting, reviewing, and verifying correct methodologies seems to be a rebellion against one's own fate.
Only individuals like this will succeed and may achieve greatness.
Everyone's life is a journey of resetting to zero, and fate seems unavoidable.

Now, those who can shift their thinking are already stronger than 99% of people; they possess high insight.
Massive losses can suppress rationality, as textbooks say.
If you really "value invest," then there are almost no investment targets in the cryptocurrency world besides BTC.

From a higher dimension,
if we consider a bull market similar to that of 2021, randomly choosing a leading imitation product in a sector has an over 80% probability of soaring.
The market indeed experiences rotation and surges in various sectors.
Therefore, the probability of redemption during a low-price increase is high; one can hold onto it.
In this bull market, almost all sectors can find leading stocks that have dropped 95%.
The market is riddled with wounds, and there is little strength to exploit.
Thus, a holding strategy will likely lead to a total loss of capital.

The deeper reason is that imitation products lack liquidity for entry.
On one hand, the primary market has issued tokens in quantities of 100,000 times, scraping away the gambling funds attached to imitation products like a scraper. The volatility in the primary market is higher.
On the other hand, the new funds in this round, like MicroStrategy, are very calm and do not invest in imitation products. People like Sam and Down from the last round are no longer seen.
On the other hand, the new funds in this round, like MicroStrategy, are very calm and do not invest in imitation products. People like Sam and Down from the last round are no longer seen.
Thus, the market structure has undergone a dramatic change.
It has evolved from the large cycle of BTC plus the attached imitation product cycle to the large cycle of BTC plus specific narrative cycles.
From a higher dimension, the self holding onto assets and the self trading become clearer.

Musk changed his profile picture, #rocketlon this asset
Up to 150,000
Zeroed out in 3 hours
Once Musk changed his profile picture, it could bring in tens of millions
This is the benchmark for the real liquidity of the market
The market is truly cruel and ruthless

This morning I reviewed yesterday's tech battle of $uptop
On the surface, this is a tech battle, but it's actually an information war
220,000 addresses found the contract on-chain in advance and completed prior authorization
The silly brother found this approve function on-chain
A large number of orderly approve transactions
And a large number of orderly approve transactions
Give an engineer enough time, after seeing these on-chain, they can also replicate the attack
Generally, a fast hand would take about 10 minutes
But a large number of attacks started just a few seconds after 5 o'clock
The contract itself is not open source
Either the contract was leaked in advance
Or the project side grabbed it themselves
Or they grabbed it themselves + leaked it to related parties
In the end, only the quick-handed scientists get a sip of soup

Today, I'm quite pessimistic about the crypto circle being drained by stories
Now the mainstream view has become that the altcoin market has lost its necessity and foundation
Funds are continuously flowing out of the crypto circle into the US stock market
In the crypto circle, one end is Bitcoin, one end is first-tier shitcoin, and the altcoins in between
Currently, the foundation for the existence of the altcoin market in the middle has been shaken
There is no internal innovation, and it cannot accommodate the outflow of funds
The silly brother has no way, and is planning to open a Hong Kong card to enter the US stock market
Is there any intermediary that can handle this?
The child is too young, so I try to avoid going to Hong Kong

I drank too much at Lugo's yesterday. After waking up from the alcohol this morning, I quickly checked today's market.

This morning, I saw that the v3 Jager-USD1 0 tax pool of $Jager was finally added successfully. This means that brushing $jager on alpha is now tax-free.

In the afternoon, $U was hit from 6.6m to 4.7m by a single line. If it drops a bit more, my buddy is ready to bottom out. However, this line was quickly pulled back.
The market for $U stabilized quickly.

In the evening, I rushed to $uptop. The new listing page was indeed attacked by DDoS as everyone expected.
Retail investors couldn't access it.
Screenshots captured by scientists were circulating in various groups.
Retail investors were still stubbornly refreshing the inaccessible webpage.

Additionally, my buddy roughly went over the spaceship situation.
Essentially, it's still a dividend distribution.
Currently, the break-even period is 1-3 days.
Due to being hit by a database breach this morning, the price plummeted.
Currently, the official has shut down the game, and the spaceship's status is now just a meme.

On Solana, the core focus is on $gor and $labubu.

The core thinking around Solana's lite narrative, my buddy tends to believe this will not hold.
$gor is still being supported by toly.
But toly's support should only be verbal.
Last night, using $gor as gas, everyone was astonished. In fact, it's nothing; it was already a one-click chain issuance.
From the price performance, there are strong big players involved.
So we should view it as a short-term sentiment target.

On Solana, we also need to focus on $labubu.
This topic is currently the biggest one.
Looking at the K-line, the momentum has weakened.
$crybb is a derivative of $labubu.
Currently, it has been pulled to 11m.
This has temporarily supported the downward space of $labubu.

《Current Market Main Lines》

1. Pump Token Related:
Core Targets: $alon, #trencher, #trenches, #Cupsey
But the most important thing is to grab after the pump opens.
#trenches group friends ambushed 10%, no wonder it couldn't rise. When asked, it’s all a sack.
On the contrary, the previously ignored #Cupsey is performing better now.
The meme of sol is at a hellish level in the current market environment.

2. USD1 Trading Competition Related:
Core Targets: New: #EGL1, #Janitor, #Liberty; Old: #BULLA, #tag, #ca
These targets are basically all in a one-sided decline now.
The overall BSC is almost all down, averaging in is also suicide.
In Brother Fool's holdings, $U is still looking decent, today it rose instead of falling, about to return to 8m.

3. BSSE's ACP Concept
Core Targets: #mamo, #brain, #swarm
All are in decline; forming a one-sided downward trend;
The base ecology gives me an avalanche feeling.
#noice and #ar, both are in a major drop.
Recently we discussed #arbus, the K-line is in a one-sided decline.
But discussing #arbus and $axr together, it seems to be an important target.

4. AVAX Revival:
The strength of this revival is unknown.
The current AVAX market is overall synchronized with the larger market, sluggish.
But there are single-point breakthroughs like $fomo and $lambo.
There is a lot of information asymmetry inside.
Ordinary retail investors might find it difficult to make money from this.

The Fantasy of Chives

In the past few days, the market has been poor, and I've seen some retail investors turn their love for their favorite projects into hate.
So I can only go crazy long-term on Twitter.
Investing has a significant impact on personal growth,
As it reveals the various exaggerated aspects of human nature around us.
I’ve advised many not to go into debt,
I’ve also encouraged new investors or those who have gone astray to stop all investments and start learning from Buffett.
But they don’t listen.
Unrealized profits that aren’t understood may not be a blessing.
I’ve tried my best, but many people's thinking lacks rationality and mathematics.

I recall Buffett's words,
Nothing is more cold and ruthless than the market.
Nothing is more cold and ruthless than the market.
Try your best but do not overly intervene in others' causes and effects.

Chives love to fantasize, for example:
They believe $Wlfi will push usd1 up, and it must be through memes.
In fact, memes are not that important for usd1, their proportion is low.
For instance, mainstream coins like btc, eth, and sol's trading pair support is more important.
For example, being compliant and allowed to settle oil is even 100 times more important.
Conversely, is meme important for the current usdt?
But the crypto world needs imagination. The popularization of this point will periodically stimulate liquidity.
If we tell them that the popularization of usd1 makes memes less important, they will find it hard to accept.

《5 Main Lines of the Base Ecosystem》

In recent days, Brother Sha and group friends discussed and outlined several lines of the Base ecosystem:

1. The #virtual ecosystem: acp, the core node of the ecosystem
acp is the standard set by #virtual, similar to mcp
mcp has numerous project practices on Solana, but as a result, $dark, the leading figure, publicly stated that this path is unfeasible
From the fundamental perspective of acp, I also tend to see it as difficult to progress, but within the entire #virtual ecosystem
it is an important theme
It is essentially betting on the further prosperity of the #virtual ecosystem, at least a local prosperity
Currently, this should be the biggest theme on virtual, likely to be speculated upon, creating a wealth effect, and then withering away
The core of acp is Brother Aixvc's three projects:
$swarm (AI data stream), $mamo (AI financial management), and $brain (AI trading signal capture)
The core nodes of the virtual ecosystem are: $vader, as well as the virtual itself, and the $aiXvc sector
The #aiXvc sector includes one product, the token $axr of Axelrod
But the #aixvc sector has more products than just Axelrod
Currently, many products are in a race.

2. Strong integration with Coinbase, especially the integration with wallets
Or a bit broader, all projects that leverage the Coinbase ecosystem
wallet includes $mamo financial management, $byte for delivery, and $bnkr (defai + Twitter token issuance);
In fact, $giza / $mamo / $aaa are doing similar things
The difference is that the first two have official backing.

3. New things emerging around the facaster super launch incubator
Another line is around the facaster super launch incubator, with the current new thing being $noice. There’s also the stimulated $qr
For $noice to rise, it first needs to exceed the reward share of $degen, or show this trend
$qr seems to be the Nasdaq big screen of the base ecosystem, rising or withering as the ecosystem grows.

4. New projects created by the new platform $Bid
$Aion is the leader, followed by $dking
$Bid has less friction compared to virtual
#Virtual has a steep curve and significant friction
Not friendly to newcomers
$bid seems to have potential
As there are already several tokens worth over 10 million on the platform
A valuation of $bid being 5-10 times the highest valued token on the platform is reasonable
This is how the believe ecosystem operates
But now at a short-term high, it’s best to observe first.

5. The fifth aspect is strong projects like $Kta
There are also some spillover effects, spilling over to $tig, $aaa
Brother Sha hasn’t finished reviewing this part yet, so let’s not elaborate on it

Lastly, thanks to @0x_CryptoAu and @AdleyWang, without their assistance, Brother Sha would find it difficult to understand the Base ecosystem so thoroughly.

Serious Declaration
I have never participated in any activities related to ahpla, nor have I promoted alpha in the village.
Those claims of earning 250 from alpha daily are false propaganda, deceiving the elderly.
Do not act impulsively, or you will regret it for a lifetime.

The big news these days
is that $wlfi various speculations are about to unlock trading
First round pre-sale price: $0.015
Currently, the OTC price has reached 0.2
And the institutional purchase price is at 0.1
At the time, the non-tradable terms seemed to block many people
A friend from the group next door made a profit from A9
Congratulations to those big players who heavily invested in KYC during the first round

Today is Father's Day, and on BSC, #FATHERSDAY
there is a large issuance with dispersed funds
It seems that only one launch has been successful
Once successful, it will be allocated
This indicates that the current bottom-up liquidity on BSC has once again entered a dry period

On BSC, $U and #0xdream are still being held by the silly brother.
Whether it's $U or #0xdream, the silly brother feels there is still a significant distance to the target potential.
Today the market has slightly corrected, but the market is still relatively stable; the silly brother chooses to be a diamond hand and not to move around

Today the silly brother finally received the refund for $Linux
Previously, the silly brother was worried about not getting a refund
Because the silly brother was making profits through a swing trading account
But $Linux still refunded the profit account
Thumbs up
Next time when gitfish platform does something
the silly brother will participate

Silly Brother just took the kids home and quickly reviewed the 24-hour market hotspots.
The $U bought yesterday was originally hoped to rebound today for an opportunity to add to the position.
Just checked, oh no, $U shot up to 8M without looking back.
Today, $U has already been CTO'd, and the official Twitter and TG have been improved.
Silly Brother only realized that the number one on the list is 44% $wifi.
Looking at it this way, the actual circulating market value of $U in the morning is only 2M.
Silly Brother's thigh is bruised; I should have decisively chased the car in the morning.

Last night, news from Base came out, saying all assets can be traded directly on Coinbase.
Such good news will be evenly released to every project on Base.
The first to benefit is Base's DEX $AERO.
Last night's news, actually if I had chased $AERO at the first moment, it would have been possible.
But at that time $AERO had also gone up a bit.
It had already risen quite a bit.
Can't compete with insider information.

In the afternoon, I saw that Amazon and Walmart are also working on stablecoins.
Once the compliance threshold is lowered,
Web2 traffic giants, the giants controlling payments,
will be very important players.
Opportunities in this area need to be monitored.

In the evening, Silly Brother saw that the review for $Sahara was approved.
At 11 o'clock, remember to transfer money for $Sahara tonight.

《Reviewing 24h Operations》

Last night before bed, the fool was preparing for the final play
While scanning the chain, I saw the conspiracy of $Libby.
The fool wanted to gamble on doubling his investment, but soon got doused.
Frustrated, the fool was lamenting why this dog fund was so small.
Suddenly, I saw $U, so I sent it to the group for discussion.
Due to the dousing of $Libby, the fool hesitated a lot about entering $U.
Adding to that, the previous two failed purchases wasted time and increased the fool's cost.
The next morning, I saw the entire crypto world was attacked by Israel.
But to the fool's surprise, $U did not drop, which was unusual.
In the afternoon, I wanted to wait for a 1-2m pullback to add to my position, but I never got to wait.

After returning home in the afternoon, I chatted with Wolf Cub about $Rico.
Wolf Cub had done detailed research on this asset.
He created a detailed table, analyzing Musk's recent categorized replies.
Speculating that Musk's reply about $Rico has political intentions.
Betting that Musk is forming a Libertarian Party, directly targeting $pnut.
However, the fool noticed that the pump occurred in the afternoon, while the foreigners had not yet woken up.
I inquired and received a tip that it was a domestic fund at play.
Considering all factors, the fool decided to enter a bit above 4m in the afternoon, took a bit of a swing trade, and then got out.
Let's observe for now.

In the afternoon, we also discussed $Labubu.
The popularity of $Labubu has indeed made a short-term comeback against $pepe.
But look, $pepe has maintained stable popularity over the past five years.
It's very rare, a consistently warm IP.
Many people do not know that $labubu is a character launched 10 years ago.
Ten years ago, Ethereum was still in fundraising.
It had never been popular but has recently become a hit.
It should be a secondary promoter, operating behind the scenes.
The fund selected $labubu as its IP.
This is different from $pepe's long-term stable natural traffic.
The model of Pop Mart still faces competition, like Sanrio.
This is somewhat like the Maotai and tea cakes for young people.
The big trend is that productivity is becoming stronger and stronger.
Basic living items are becoming more and more non-premium.
While items that satisfy the spiritual world, things that meet emotional needs,
are increasingly premium.

Enough said, I'm off to mine hydrocarbons #silicoin.

《Quick Review of 24h Hot Projects》

1. In the morning, #햄볶는거야 came out.
Silly brother immediately realized
That recently Korean stocks have been quite strong.
If it reaches the Korean community, it could ignite a surge.
Went in and made 2-3 times.

2. Additionally, in the morning, $plasma increased the quota.
Silly brother's deposit has always been gray.
It didn’t succeed; fortune is unknown, let it go.
Silly brother carefully looked at the rules.
What he means is
Staking earns unit points.
According to the points, you get a certain quota.
Having a quota still requires spending money to buy.
It's not that having a quota means it’s free for you.
Deposits require units; units determine the quota option.
After having the option, you still have to spend money.
Nothing in the world is easy to have stable and guaranteed returns.
The fundraising model he summarized:
Unlimited single numbers + No KYC + Fixed total locked amount + Locking earns quota option + Unlocking refunds.
His valuation and financing amount are both fixed.
Continuously releasing deposit quotas will dilute.

3. Last night, we talked about $Kaia. There are rumors in the community that Lee Jae-myung supports Kaia in creating a Korean won stablecoin.
Silly brother searched for information; Lee Jae-myung did not say he supports it.
Currently, it’s all from Kaia's official side, claiming there is such a plan.
The time and scale are uncertain.
But it still stimulated the market.
From a weekly perspective,
It’s weak and powerless.
During the altcoin rebound period 1-2 months ago, it did nothing.
This time, it rebounded by 70% due to this news.
A bad token, riding on a good concept.
The matter has been brewing for 2-3 days now.
Now, I feel the cost-performance ratio is not enough.
Once the news reverses, there will be losses.
Moreover, if there really is a Korean won stablecoin, will it only be on one chain?
Can $Kaia win in competition?
There’s no time lag or information gap anymore.
Silly brother chooses to wait and see, not to chase.

4. Last night, before sleeping, Pump posted a meme collection image.
Silly brother realized that the one with the smallest market cap in the picture might have the largest increase.
Looked around a bit and found $wdog.
The pump was the strongest.
Short-sold with a 60% increase.
Beautiful, it's like giving away money.
A high-certainty opportunity.

《Evaluating the Difficulty of Making Money on 4 Chains》

1. On Solana, if you look at historical candlestick charts, using the weekly chart, you will find that there are very few assets worth holding for the long term.
On Base, there are many more assets worth holding for the long term.
But strangely, the buzz on Solana has always been much louder than on Base.

2. The characteristics of the BSC chain?
The general feeling is that it is an easy mode.
There are several reasons for this:
The Chinese community is very close to the information from the market makers.
The chain is slow, leading to a slower pace, and operations are more relaxed.
Valuation is clear; CZ retweets for hundreds of thousands, changing profile pictures for millions, and alpha versions for tens of millions.
Projects that come from the bottom up rarely have strong market makers disrupting the valuation benchmarks.
On BSC, what should we do about the conspiracies that haven’t called us to get on board?
Ignore it, ride the wave, or cause some disruption?
If you are not in the conspiracy sequence, it’s negative EV.
If you are in the conspiracy sequence, it’s positive EV.
Memes on BSC
From the 4-hour chart, they are also not worth holding for the long term.

3. The Ethereum mainnet is somewhat like a slowed-down BSC; the risk of going to zero is too high.
The heavy downward pressure cannot be sustained, and there are few themes.

4. From a retrospective perspective, without considering conspiracies,
making money on Base is the easiest.

Just saw, silly brother little bee alby wallet 11 addresses' btc
All cleared out by the wallet team

Chest tightness, shortness of breath
Can't catch my breath

It is reported that Hangzhou summoned cryptocurrency practitioners to the police station, involving more than 30 types of crimes. What should we do?